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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
3301
Valued Wealth Advisors
Utah
$87.2K +$92.3K +173 New
BHWM
3302
Beaird Harris Wealth Management
Texas
$86.9K +$34.7K +65 +65%
BHWM
3303
Bay Harbor Wealth Management
Maryland
$84.8K +$2.67K +5 +3%
CCMI
3304
Creative Capital Management Investments
California
$84.2K – – –
GG
3305
Gleason Group
Kentucky
$82.9K – – –
IWP
3306
IAG Wealth Partners
Wisconsin
$82.1K – – –
PWMA
3307
Pension & Wealth Management Advisors
Massachusetts
$82.1K +$40K +75 +93%
DI
3308
DAGCO Inc
Ohio
$81.1K -$54.1M -101,515 -100%
DWS
3309
Dynamic Wealth Strategies
California
$81.1K +$82.1K +154 New
W
3310
WealthCollab
Washington
$80K +$81.1K +152 New
KWAG
3311
Kiely Wealth Advisory Group
North Carolina
$79.6K +$85.3K +160 New
NCM
3312
Northwest Capital Management
Oregon
$79K +$2.67K +5 +3%
RBC
3313
Roble Belko & Company
Pennsylvania
$77K – – –
EFMH
3314
E Fund Management (HK)
Hong Kong
$76K +$76.8K +144 New
GJIA
3315
Glass Jacobson Investment Advisors
Maryland
$74.8K -$2.13K -4 -3%
ODG
3316
O'Dell Group
Ohio
$73.6K +$74.7K +140 New
DPW
3317
DiNuzzo Private Wealth
Pennsylvania
$72.7K +$73.6K +138 New
RG
3318
Retirement Group
California
$70.5K -$6.4K -12 -8%
GWMIA
3319
Global Wealth Management Investment Advisory
Florida
$70K -$10.7K -20 -13%
FIM
3320
FWL Investment Management
Texas
$69.5K -$3.2K -6 -4%
NF
3321
Norwood Financial
Pennsylvania
$69.5K – – –
NSG
3322
Nalls Sherbakoff Group
Tennessee
$68.4K – – –
GWMI
3323
Guardian Wealth Management (Illinois)
Illinois
$67.8K – – –
CAM
3324
Chesapeake Asset Management
New York
$67.4K +$533 +1 +0.8%
DFA
3325
DHJJ Financial Advisors
Illinois
$65.7K – – –
131 132
133
134 135